The Company: Global multi-strategy Credit Fund that focuses on Special Situations, CLO’s, Distressed and Private Credit with over $35B+ of AUM
Responsibilities:
- Review complex partnership tax adjustments, allocations, and state apportionment for hedge funds, BSL CLOs, and private equity funds
- Ensure accurate preparation and review of K-1s, income tax returns, PFIC statements, and foreign reporting forms
- Manage SPV partnerships and corporations' federal and state tax filings and quarterly estimates
- Liaise with external tax administrators and accounting firms for timely tax return filings and K-1 releases
- Conduct tax research on specific issues related to funds and SPVs using tax research software
- Collaborate with accounting and operations teams to improve tax processes and ensure tax efficiency
- Respond to investor tax inquiries in collaboration with the investor relations team
Requirements:
- Bachelor’s degree in Accounting or Finance, CPA preferred
- 8+ years of tax experience, particularly in financial services (hedge funds, credit funds, private equity, investment partnerships)
- Strong knowledge of tax regulations for alternative investments, including 704(c) allocations, distressed debt, mark-to-market elections, bond netting, and other tax matters
- Excellent analytical, organizational, and project management skills
- Proficient in Excel and comfortable using tax software
- Ability to work under pressure and manage multiple deadlines effectively
